High net worth personal lines checklist. Used internally to verify all exposures are identified.

1. Client Information Verification

2. Property Exposures

3. Liability Exposures

4. Vehicle Exposures

5. Personal Umbrella Coverage

6. Specialty Coverages

7. Risk Mitigation Strategies

8. Ongoing Review and Updates

9. Documentation and Compliance

10. Final Review and Approval

Related Checklists